中信证券：看好铜等需求支撑品种
2026-07-03 01:15:16
中信证券研报指出，2026年6月美伊开始和谈并签约后，原油价格大幅回落，但冲突对通胀形成更长期影响，宏观扰动加剧。研报称，美联储是否启动加息将对黄金等贵金属产生显著影响；展望三季度，大宗商品价格将延续分化，整体看好需求端支撑明显的铜、碳酸锂、电解铝、煤炭等。
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